Meet the Team

Our Mission

We are dedicated to helping our clients achieve financial security. As experienced planners, we have the knowledge and background required to help you sift through complex strategies and investment options in an ever-changing economy.

​Request an Appointment​

Paul V. Orazio, CFP®

Financial Planner, President and Co-Founder

President and co-founder of Orazio Financial Services, Paul began his financial services career in 1983. He is a securities licensed representative, general securities principal, and a life, disability, and long-term care insurance agent. Paul received his CFP® certification in 1987, obtaining a knowledge base in investment, retirement, and estate planning. The client-centric focus of the CFP® Code of Ethics became the foundation for the formation of Orazio Financial Services. 

Working with more than 400 client families, Paul combines more than three decades of knowledge and experience with the personal touch that defines his investment philosophy and planning strategies. He has served on several industry boards, including those of his broker/dealers, Nathan & Lewis and National Planning Corporation. He is a member of the Financial Planning Association (FPA), has been a contributing editor to a variety of professional publications, and has appeared on CNNfn.  

Paul's commitment to his community extends beyond his impact on his clients. In 1993, Paul graduated from Leadership Rockland and served several years on its board of directors. He was also selected to join the board of directors of Volunteer Counseling Service (VCS), presiding for two years as its president from 1994-1995. He later received the "David A Kurland Community Service Award" from VCS in 2001. Most recently, he served as the finance committee chair for the Rockland Community Foundation, a nonprofit organization that raises money to benefit local charities and scholarships. Other boards Paul has served on include the Suffern Free Library and the Rockland Conservatory of Music.

Louis Orazio II, CFA®, CFP®

Financial Planner, Vice President and Chief Investment Officer

Louis serves as the lead portfolio manager for all client accounts at the firm. His extensive factor-based research enables him to select specific stocks, bonds, and funds to help meet client account objectives. Asset allocation decisions are driven by macroeconomic trends, sector-specific opportunities, and client preferences. All client investment plans include an investment policy statement, where objectives and risk tolerance are established, which is modified on an ongoing basis. In support of his role as a portfolio manager, he became a Chartered Financial Analyst® (CFA®) charterholder in June 2018. 

Louis also supports the retirement, estate, tax, and insurance planning efforts of all client accounts. In support of this role,  he earned his CERTIFIED FINANCIAL PLANNER™ certification in July 2019. In addition, Louis holds FINRA Series 7, 24, and 66 securities registrations, as well as life, accident, health, and long-term care insurance licenses. In 2009 he earned a bachelor’s degree in finance from Penn State University.

Prior to joining Orazio Financial Services, Louis worked as an ERP consultant for IBM, as an insurance agent for AXA Advisors, and as a financial solutions advisor for Bank of America Merrill Lynch. 

Outside the office, Louis is an active runner. Most recently, he ran the Philadelphia Half Marathon in 2015, where he raised money for the Leukemia and Lymphoma Society, and the TCS New York City Marathon in 2017, raising money for the Arthritis Foundation. He lives in Woodridge, New Jersey, with his wife and daughter.

Barry Goldberg, CFS®

Financial Advisor

Barry has more than 35 years of experience in the financial services industry. He is a Certified Fund Specialist® (CFS®); holds his FINRA Series 7, 24, and 63 securities registrations; and is a licensed life and disability insurance agent. He began his career as a financial consultant at EF Hutton. He later moved on to become a vice president with Dean Witter before starting his own firm in Morristown, New Jersey. Prior to entering the financial services industry, Barry worked as a vice president for 20th Century Fox. As a lead VP in its Record Division, Barry worked with many famous artists and agents to produce records and promote their music. Barry loves meeting with people and learning their stories so he can assist them in achieving their financial goals. Barry is a proud graduate from The Ohio State University, where he earned his bachelor of arts degree. 

Dawn McKelvey

Operations Manager

Dawn is the operations manager at Orazio Financial Services and was the firm’s first hire in 1991. Dawn holds her FINRA Series 7 and 63 securities registrations and provides administrative support for Paul, Louis, and Barry. These responsibilities include account report preparation and asset allocation reporting. It is Dawn who makes sure your account is up to date and prepared for all review meetings. She has developed a specific skill set for assisting beneficiaries in the distribution and re-registration of assets during estate settlements. She also facilitates tax reporting distributions to clients and accountants. She is the person you want to talk to when you have questions about your account and associated taxes. 

Dawn received her associate degree in business and data processing in 1983. She was awarded the NPC GEM Award in 2007.

Dawn enjoys her charity work raising money for the American Cancer Society. She also loves using her creative side by creating arts and crafts projects for her church’s craft fair, proceeds of which help support the church and the local food bank on the property.

Domenica Schneider

Office Manager and Client Concierge

Domenica is our office manager and client concierge. She is the primary contact for appointments and administration and is the point person for client communications with planners and staff. Proud of her Brooklyn heritage, Domenica brings energy and passion with each client interaction, providing you with a client experience in the family spirit that is our hallmark, all in her friendly and caring style. When you visit, don't forget to bring pictures of your children and grandchildren—it'll make her day.

Domenica is not only devoted to our clients, but she works to support many charitable organizations with a special emphasis on soldiers and veterans. She is a member of the Haverstraw Volunteer Ambulance Corp, Soldiers Angels, and other charities and not-for-profit organizations here in Rockland County.  She has been a tireless fundraiser for many local organizations, supporting the great work they do.